Stem, Inc.
STEM- Exchange
- NYSE
- Industry
- Services-Computer Integrated Systems Design
- SEC CIK
- 0001758766
In the last 90 days, Stem, Inc. insiders filed 0 open-market purchases and 5 sales; 72 institutions reported holding it in 13F filings for Q2 2026, worth $17.2M in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in Stem, Inc. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 150
- −29 vs. Q2 2024
- Shares held
- 56.8M
- −11.8M (−17.2%) vs. Q2 2024
- Total value
- $19.8M
- −$56.6M (−74.1%) vs. Q2 2024
- New holders
- 27
- 37 more added
- Sold out
- 56
- 51 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting STEM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 72 | $17.2M |
| Q1 2026 | 75 | $17.4M |
| Q4 2025 | 86 | $27.9M |
| Q3 2025 | 85 | $34.4M |
| Q2 2025 | 81 | $10.1M |
| Q1 2025 | 155 | $16.2M |
| Q4 2024 | 142 | $30.9M |
| Q3 2024 | 150 | $19.8M |
| Q2 2024 | 183 | $88.6M |
| Q1 2024 | 211 | $212.2M |
| Q4 2023 | 225 | $380.9M |
| Q3 2023 | 228 | $460.1M |
| Q2 2023 | 227 | $592.9M |
| Q1 2023 | 228 | $547.9M |
| Q4 2022 | 235 | $819.1M |
| Q3 2022 | 220 | $1.10B |
| Q2 2022 | 204 | $581.9M |
| Q1 2022 | 192 | $849.4M |
| Q4 2021 | 207 | $1.46B |
| Q3 2021 | 176 | $1.41B |
| Q2 2021 | 189 | $2.12B |
| Q1 2021 | 6 | $45.1M |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Stem, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 11,860 | $4.13K | 0.00% | +11,860 | New |
| IHT Wealth Management, LLC | 11,190 | $3.90K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 11,000 | $3.83K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 10,590 | $3.69K | 0.00% | −4,295−28.9% | Reduced |
| CIBC Private Wealth Group, LLC | 10,522 | $3.66K | 0.00% | −10.0% | Reduced |
| Clarity Capital Partners LLC | 10,125 | $3.53K | 0.00% | −6,839−40.3% | Reduced |
| Scotia Capital Inc. | 10,090 | $3.51K | 0.00% | +10,090 | New |
| Federation des caisses Desjardins du Quebec | 9,905 | $3.45K | 0.00% | +528+5.6% | Added |
| Chickasaw Capital Management LLC | 10,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 5,250 | $2.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,378 | $1.52K | 0.00% | −1,175−21.2% | Reduced |
| Allworth Financial LP | 3,333 | $1.16K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,915 | $1.01K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 3,872 | $1.00K | 0.00% | −4,517−53.8% | Reduced |
| CWM, LLC | 3,765 | $1.00K | 0.00% | −442−10.5% | Reduced |
| Comerica Bank | 2,137 | $744 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,800 | $627 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,746 | $608 | 0.00% | +1,746 | New |
| US Bancorp | 1,522 | $530 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,100 | $383 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 919 | $320 | 0.00% | +919 | New |
| Strategic Investment Solutions, Inc. | 750 | $261 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 700 | $244 | 0.00% | +700 | New |
| Painted Porch Advisors LLC | 645 | $225 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 523 | $183 | 0.00% | +523 | New |
| HM Payson & Co | 500 | $175 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $174 | 0.00% | −203−28.9% | Reduced |
| CoreCap Advisors, LLC | 500 | $174 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 485 | $169 | 0.00% | −28,022−98.3% | Reduced |
| Sterling Capital Management LLC | 482 | $168 | 0.00% | +482 | New |
| Harbour Investments, Inc. | 356 | $124 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 300 | $104 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 265 | $92 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 236 | $82 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 235 | $82 | 0.00% | +35+17.5% | Added |
| Naples Money Management LLC | 233 | $81 | 0.00% | −200−46.2% | Reduced |
| Bank of Montreal | 204 | $67 | 0.00% | −6,873−97.1% | Reduced |
| Jones Financial Companies LLLP | 200 | $66 | 0.00% | +200 | New |
| ORG Partners LLC | 150 | $52 | 0.00% | −175−53.8% | Reduced |
| Albion Financial Group | 135 | $48 | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 125 | $44 | 0.00% | +9+7.8% | Added |
| Sound Income Strategies, LLC | 100 | $35 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 55 | $19 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 17 | $6 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 10 | $3 | 0.00% | +10 | New |
| Elequin Capital LP | 7 | $2 | 0.00% | +7 | New |
| Covestor Ltd | 46 | $0 | 0.00% | −3−6.1% | Reduced |
| Capital Advisors, Ltd. LLC | 241 | $0 | 0.00% | +241 | New |
| Householder Group Estate & Retirement Specialist, LLC | 300 | $0 | 0.00% | +300 | New |
| International Assets Investment Management, LLC | 13,597 | – | – | −26,953−66.5% | Reduced |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −13,413,934−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −1,750,000−100.0% | Sold out |
| SIR Capital Management, L.P. | 0 | $0 | 0.00% | −1,578,575−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −719,762−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −575,341−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −491,251−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −475,410−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −409,529−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −391,594−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −349,390−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −210,854−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −209,273−100.0% | Sold out |
| AnglePoint Asset Management Ltd | 0 | $0 | 0.00% | −183,546−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −171,054−100.0% | Sold out |
| Swedbank AB | 0 | $0 | 0.00% | −158,100−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −127,400−100.0% | Sold out |
| Steele Capital Management, Inc. | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −94,190−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −56,341−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −43,643−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −42,727−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −36,005−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −34,029−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −28,564−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −20,331−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −17,327−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −17,248−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −17,120−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −15,039−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −13,756−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −12,383−100.0% | Sold out |
| Pickering Energy Partners LP | 0 | $0 | 0.00% | −11,868−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −10,648−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −10,375−100.0% | Sold out |
| Ulland Investment Advisors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Resona Asset Management Co.,Ltd. | 0 | $0 | 0.00% | −9,359−100.0% | Sold out |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −5,470−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −2,033−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −1,080−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −727−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −218−100.0% | Sold out |